Financial Services Associate - Licensed - Full Time

Financial Services Associate - Licensed - Full Time

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members. We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives.

As Financial Services Associate, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience! The primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs.

What you’ll do :

• Understand how Meridian’s products and services can add value to our Members
• Provide investment advice by identifying and promoting solutions that meet our Member needs
• Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills
• Engage in revenue generation and sales based activities in order to achieve performance objectives
• Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences

What you can bring to Meridian :

Salary Range : CAD $52,000 – $78,000 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range.

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

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